Tax Planning That Drives Opportunities

DeJoy’s Tax Services Team is focused on much more than our clients’ compliance needs. Of greater value to our clients is our ability to proactively focus on what’s next. Tax planning and consultation services are the backbones of our tax practice. We put our clients in a position to make informed decisions for their future, and their company’s future.

With an effective tax plan and a well-rounded advisory team, we empower our clients to think about strategies to meet their personal and business financial goals. Minimizing tax liability is one of the most important financial planning aspects for businesses and individuals each year. By doing so we put more money in your pocket to reinvest in your business, or maybe take that family vacation you have been dreaming about.

Tax Services

Compliance work such as completion of business and personal tax returns falls within our planning process. Without having a comprehensive plan we cannot file a tax return that gives you optimum results. The completion and filing of a business’ or individual’s tax return is an extension of our planning process.

Continuous Consultation Strategy & Analysis

This is why clients work with DeJoy. Our ability to consult outside of your typical tax services is where we add the most value. Understanding you, your business, and your tax and financial situation puts us in a position to advise in many areas that could significantly impact your future. Such consultation may include succession planning, merger & acquisition assessment, risk assessment, financial planning, corporate restructuring, business plan development and more.

Once we have a full understanding of you, your business, and your goals we develop planning strategies that are unique to you. As tax laws and regulations are constantly changing, tax planning requires careful attention to detail. This attention to detail is something we pride ourselves on as we understand how tax planning can significantly benefit your overall financial position and drive opportunities. We discuss all of our planning strategies with our clients before implementation.

Michael L. Cooke, CPA
Managing Partner
Director, Tax Services

Tax Services Team

Dennis C. Stein, CPA
Partner
Director, Personal Financial Planning & Individual Tax Services

Kevin C. Woodworth, CPA
Partner
Tax & Financial Planning Services

Daniel J. Nitschke, CPA
Partner
Tax Services